Brad is a vice president in our Atlanta consulting office.
Brad Penter, CFA, CAIA, is a vice president in Callan’s Atlanta consulting office. His responsibilities include supporting clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Brad is a shareholder of the firm.
Prior to joining Callan in 2016, Brad worked as a client service associate at Invesco in the investment services group. As a client service associate, Brad supported investment centers in their monthly and quarterly reporting, and helped with special projects. Prior to Invesco, Brad worked for the Henssler Financial Group as a research intern supporting the research team.
Brad graduated from Auburn University with a BS in business administration with a major in finance. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Atlanta. Brad has also earned the right to use the Chartered Alternative Investment Analyst designation.